SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)159,253,442.0
- RAUM (discretionary)0.0
- Actionable assets159,253,442.0
- Accounts (total)55.0
Institutional Clients
- Government AUM156,250,246.0
- Pension AUM3,003,196.0
- Charitable AUM—
- HNW AUM—